On the left side bar, navigate to Memberships > Membership Levels.

Using the green button 'new' at the top of the screen, click New membership.

Select the Membership Level from the drop-down list and select Continue.

On the Existing Contact tab, use the "Pick a Contact" field to search for and select your Member and click Continue.

If this Membership Level has a membership fee, you will need to indicate if the fee is paid, needs an invoice or is paying now. If some of the original membership level fee is being counted towards the new level, then a partial payment can be recorded.

To finish the transfer process, you need to cancel the contact's previous membership level.

Navigate to Memberships > Reports.

At the end of the line under actions, click the Cancel button to cancel the previous membership level.

If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:

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👉 Membership Levels

👉 Fixed vs Rolling Memberships

👉 New. Manual, Individual Membership

👉 Create a New Contact Group for Next Year's Membership

👉 Importing Members

👉 Family Membership

👉 Membership Renewal Reminder Emails

👉 Canceling One Membership

👉 Contacts and Members logging in

👉 Move a Group of Members from one Membership to another

👉 Canceling Multiple Memberships

👉 Tax invoicing in Membership

👉 Duplicate a Membership Level

👉 Recording Manual Membership Payments

👉 Viewing Membership Detail info via Memberships > Reports

👉 How to Re-Activate a Cancelled Membership

👉 Creating Membership Levels

👉 Quick View of Active and Inactive Members

👉 What is a Partial Membership?

👉 Can I create an Early Bird Membership offer?

👉 Deleting a Membership Level

👉 Adjusting the Membership Period

👉 Changing the start or end dates of a membership

👉 Membership Level emails

👉 Waiver Settings

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